Missing Organization Link Report

Objective:
To add the organization ID number to personal member records with organization information but a blank organization ID field.

Goal:

There are 50 entries per page which take approximately 45-60 minutes to complete. Complete at least 1 page per hour to start; as you progress you should be able to complete a page in 45 minutes or less.

Instructions:

You will need the most recent library school list

You will also need to open 2 instances of iMIS to make look up/set up easier

Go to org field and do the look up or if you think there will be lots of results go to the 2nd instance of iMIS and look up the org.

Keep in mind you may not find an exact match on details like room or suite numbers but the basics of the address should be the same.

If the lookup in the org field generates results you can use add the ID as usual but when asked “do you want to overwrite” always click no. Click Alt+S to save and you’re done.

If you are using the ID number from a separate lookup, copy and paste the ID number in the org ID field. When asked to overwrite always choose no. Click Alt+S to save and you’re done.

-If there is no similar record create one in the 2nd instance of iMIS and copy and paste the ID number into the org ID field-do not overwrite and click Alt+S to save.

**Compiling the organization list**

While working on this project we will compile a list of ID numbers of organizations that generate large numbers of results i.e. Brooklyn Public Library or University of Chicago. We will be looking for the main library’s address and ID number. Please add them to our frequently used org ID list in the share drive in the Database Remediation Folder. This list will be used as reference similar to the library school list and we will be expected to use the id numbers listed there in the same manner. For example, everyone at Brooklyn Public Library that is not at a specific branch will all have the same main library ID number.